Strategic Investment Advisors has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $940 Million distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $80.3M, Vanguard Growth ETF with a value of $56.2M, Vanguard Mega Cap Growth ETF with a value of $46.9M, Vanguard Ftse Developed Market with a value of $46.2M, and Vanguard Value ETF with a value of $41.4M.
Examining the 13F form we can see an increase of $30.3M in the current position value, from $909M to 940M.
Strategic Investment Advisors is based out at Farmington Hills, MI
Below you can find more details about Strategic Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$940 Million
ETFs: $699 Million
Technology: $82.9 Million
Communication Services: $32.6 Million
Financial Services: $30.4 Million
Consumer Cyclical: $22.8 Million
Healthcare: $22.5 Million
Consumer Defensive: $15.2 Million
Industrials: $14.4 Million
Other: $20.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
